YADEA(HK:01585) Huan Qiu Wang·2025-05-28 13:56Core Insights - The electric vehicle market is shifting from a "price war" to a "value war," with a focus on endurance and durability as key competitive factors [1][16] - Yadea's new Crown S series emphasizes long endurance and battery durability, addressing diverse user needs across various riding scenarios [2][4] Group 1: Market Trends - 72% of consumers prioritize endurance when purchasing electric vehicles, followed by durability [1] - The release of the new safety standards for electric bicycles highlights the importance of durability and battery performance [1] Group 2: Product Innovations - Yadea's Crown S series introduces the "Crown S Long Endurance Battery Warranty for Three Years," setting a new industry standard for endurance [2] - The Crown S White Shark model features a TTFAR Evergreen Range Extender system and a second-generation graphene lead-acid battery, enhancing battery durability and performance [4][11] Group 3: User Experience - Yadea's products cater to different user groups, offering solutions for urban commuting, long-distance travel, and winter riding [4] - The Crown S series aims to elevate user experience from "usable" to "practical" and "good to use," reflecting a significant shift in user value perception [9] Group 4: Technological Advancements - Yadea's self-developed second-generation graphene battery incorporates eight core material innovations, enhancing battery life and efficiency [11] - The company has invested over 5.927 billion yuan in R&D since 2016, establishing a comprehensive innovation matrix [11] Group 5: Brand Positioning - Yadea has sold over 20 million units of the Crown S series by April 2025, earning recognition as a leader in long-endurance electric two-wheelers [9] - The brand is actively engaging with younger consumers through partnerships with popular cultural icons and sustainability initiatives [14][16]